Andrew Stern, CFA, Executive Director, is a research analyst and portfolio manager on the U.S. Behavioral Finance Large Cap Equity Team.
Mr. Stern is a generalist analyst whose coverage spans various industries including financials and healthcare.
He is also a portfolio manager on the J.P. Morgan Intrepid Sustainable Equity Strategy. An employee since 2008, Mr. Stern has been a research analyst since 2011 and was previously focused on daily implementation for the group.
Mr. Stern obtained a B.S. in Applied Mathematics from Columbia University and is a Chartered Financial Analyst® (CFA) charterholder.
| Ticker | Fund Name | Net Asset ($ M)* |
|---|---|---|
| JCICX | JPMorgan Intrepid Growth Fund | $1290 M |
| JICAX | JPMorgan Intrepid Sustainable Equity Fund | $ M |
| JIVAX | JPMorgan Intrepid Value Fund | $190.06 M |
* Net Assets include for all classes